RE: Why stagnant?9 Jan 2024 16:14
I'm getting a bit perplexed by it myself ColinL1 tbh, I just put it down to the fact that YCA is purely a physical uranium fund so the sp will inevitably track the spot price, GCL holds a basket of miners, out of their top 5 holdings - although advanced projects & a restart, 3 of the companies aren't currently producing any uranium. It's my understanding that the market is still waiting on higher spot prices and then term contracts of +$80/lb to start being signed.